Cambier Capital, LLC

RIASEC RegisteredEst. 2026
Total AUM
$165M
Discretionary
$165M
100% of AUM
Avg account
$657K
Accounts
252
Employees
4
Advisory reps
4

Firm details

Headquarters
Naples, Florida
CRD number
341216
Registered since
April 2, 2026
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI82.24%
  • Individuals9.5%
  • Charitable Organizations7.88%
  • Other Investment Advisers0.21%
  • Corporations / Businesses0.17%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cambier Capital, LLC is an independent registered investment adviser organized as an LLC and identified as a capital allocator that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Its fee model combines a percentage-of-AUM component with fixed fees. The firm’s record shows an SEC registration year of 2026 and an owner-type classified as individual. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Darin Roth

    Darin Roth

    Investment Adviser RepresentativeCRD 6074916

  • Jeremiah Yi

    Jeremiah Yi

    IARCRD 7521760

  • Austin Kight

    Austin Kight

    Investment Adviser RepresentativeCRD 6199144

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
5301 34th Ave Se
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth